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IVC Wealth Advisors LLC: PVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IVC Wealth Advisors LLC on PVAL, newest first. How the timeline and the estimate are built.

IVC Wealth Advisors LLC held 318,688 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,688 shares
    Change vs previous 13F -2,344 shares

    6.33% of the 13F portfolio, value $16,237,138.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 321,032 shares
    Change vs previous 13F +9,200 shares

    6.47% of the 13F portfolio, value $14,895,898.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 311,832 shares
    Change vs previous 13F +4,170 shares

    6.18% of the 13F portfolio, value $14,210,197.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 307,662 shares
    Change vs previous 13F +37,242 shares

    5.87% of the 13F portfolio, value $13,143,319.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 270,420 shares
    Change vs previous 13F +87,824 shares

    5.3% of the 13F portfolio, value $10,878,997.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 182,596 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $6,953,256.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).